SWA
SOA Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
8,580
+916
| +12% | +$76.5K | 0.13% | 96 |
|
|
2025
Q1 | $580K | Sell |
7,664
-121
| -2% | -$9.15K | 0.12% | 101 |
|
|
2024
Q4 | $547K | Sell |
7,785
-76
| -1% | -$5.34K | 0.1% | 108 |
|
|
2024
Q3 | $614K | Sell |
7,861
-411
| -5% | -$32.1K | 0.12% | 100 |
|
|
2024
Q2 | $601K | Buy |
8,272
+184
| +2% | +$13.4K | 0.12% | 97 |
|
|
2024
Q1 | $600K | Buy |
8,088
+752
| +10% | +$55.8K | 0.12% | 89 |
|
|
2023
Q4 | $516K | Sell |
7,336
-643
| -8% | -$45.2K | 0.11% | 94 |
|
|
2023
Q3 | $513K | Sell |
7,979
-420
| -5% | -$27K | 0.13% | 89 |
|
|
2023
Q2 | $567K | Buy |
8,399
+899
| +12% | +$60.7K | 0.13% | 85 |
|
|
2023
Q1 | $501K | Buy |
7,500
+642
| +9% | +$42.9K | 0.12% | 95 |
|
|
2022
Q4 | $423K | Buy |
6,858
+1,950
| +40% | +$120K | 0.11% | 98 |
|
|
2022
Q3 | $258K | Buy |
4,908
+1,168
| +31% | +$61.4K | 0.08% | 125 |
|
|
2022
Q2 | $220K | Buy |
3,740
+622
| +20% | +$36.6K | 0.06% | 135 |
|
|
2022
Q1 | $216K | Buy |
3,118
+1
| +0% | +$69 | 0.05% | 153 |
|
|
2021
Q4 | $232K | Buy |
3,117
+13
| +0.4% | +$968 | 0.06% | 145 |
|
|
2021
Q3 | $230K | Sell |
3,104
-230
| -7% | -$17K | 0.06% | 141 |
|
|
2021
Q2 | $249K | Buy |
3,334
+135
| +4% | +$10.1K | 0.06% | 139 |
|
|
2021
Q1 | $230K | Sell |
3,199
-177
| -5% | -$12.7K | 0.06% | 132 |
|
|
2020
Q4 | $241K | Buy |
+3,376
| New | +$241K | 0.07% | 128 |
|